Weekly Published Article
1/23/21 - January 2021 Question Of The Month
“Dear Brian, my wife and I are close to being able to retire and trying to figure out the proper time. Are there any potential advantages or disadvantages of retiring at the same time, or should we scatter it out?” Thank You, Nolan.
1/16/21 - The Year Of Change
At the beginning of every year, people tend to evaluate their lives and dA new year is here, and every new year brings change. In the financial world, every year we have tax law changes, interest rate changes, legislation changes, and changes in the financial and economic world. This year, however, not only will you have to adapt for these normal changes, but you will need to adapt for more changes than ever.
1/9/21 - New Year Brings New Rules And Laws
We are into a new year, and as always, a new year brings new rules, laws, retirement contribution guidelines, etc. This year is no exception, especially with new acts that were passed last year. To keep your retirement and estate planning up to date, accurate and fine-tuned, you must be informed about and become educated on all these changes.
1/2/21 - New Year’s Resolutions For Your Retirement Plan
At the beginning of every year, people tend to evaluate their lives and determine what needs to be improved in the upcoming year. This is a good idea, and it needs to be done with your retirement plan as well. Simply put, our financial world has severely changed over the last decade and continues to change.
12/19/20 - We Wish You A Merry Christmas
Each year during the holiday season, we take great pleasure in setting aside our regular work and sending a heartfelt message to all of you.
How joyful we are that the time has come again to extend to you our sincere gratitude because it is good friends and clients like you that make our business possible.
12/12/20 - A Big Decision To Make
“Hello, Brian. My husband and I have saved a good amount of money for retirement. Most of it is in our pre-taxed IRAs and 401(k) retirement plans. We are concerned about tax increases in the future, so we are considering doing a Roth conversion this year. However, we are not sure we should do this. Can you provide some factors we should consider to help us in making our decision before the end-of-the-year deadline comes to make this move? Thanks so much.” Karen